Set up referral points
4 min
In this article, we’ll guide you through enabling referral points for your ambassador programs in Roster, ensuring you can reward ambassadors effectively for driving sales. Follow the step-by-step instructions below to set up referral points and verify their functionality.
Step-by-step instructions
Step 1: Navigate to program settings
- Go to the Programs section in Roster.
- Click on the Settings for the program where you want to enable referral points.
Step 2: Open referral rewards settings
- In the program settings, click on the Referrals tab.
- Scroll down to the Referral Rewards section.
- If this is your first time setting up referral points, click Set Up Referral Points. Otherwise, click Edit.
Step 3: Configure referral points settings
- Choose the type of reward:
- Percentage of Sale: Enter the percentage (e.g., 20%). This is calculated on the order subtotal (before taxes and shipping but after discounts).
- Fixed Amount: Enter a fixed dollar amount to reward per referral.
- Tiers: Set up tiered rewards. See Set up referral tiers for more details.
- Select the Approval Method:
- Manual: You manually approve each referral points.
- Automatic: Referral points are approved automatically after a specified period.
- Enable or disable Recurring Rewards. See Recurring order tracking guide for more details.
- Set the Status field to Enable to activate referral points.
- Click Save.
Step 4: Test referral points
- Navigate to your Contacts list and locate an ambassador in the program for which referral points were just enabled.
- Open their profile and go to the Discounts and Links section.
- Copy their referral link and paste it into a new browser tab.
- Complete a test purchase on your store.
Step 5: Verify attribution and referral points
- Return to the Roster portal and go to Reports > All Orders.
- Locate the test order and verify:
- The order is attributed to the correct ambassador.
- The attribution method is listed as Referral Link.
- The correct points amount is calculated and displayed in the Referral Rewards section.
- Review the referral points details by clicking View Details for debugging or troubleshooting if necessary.
- Approve or reject the referral points as part of your workflow.
Next steps
Need help?
If you have any questions or encounter issues, reach out to our support team at [email protected]. We’re here to assist you!